Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.33KNew |
$289K - $330K
|
4.33K
$119K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.2KNew |
$281K - $321K
|
4.2K
$116K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.45K+ 89.92% |
$231K - $263K
|
7.29K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.16KNew |
$211K - $241K
|
3.16K
$87K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.05KNew |
$204K - $233K
|
3.05K
$84K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.83KNew |
$189K - $216K
|
2.83K
$78K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2.81KNew |
$188K - $215K
|
2.81K
$77.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$187K - $214K
|
2.8K
$77.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.74KNew |
$183K - $209K
|
2.74K
$75.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.42KNew |
$162K - $185K
|
2.42K
$66.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$109K - $124K
|
1.63K
$44.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$106K - $121K
|
1.59K
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$104K - $118K
|
1.55K
$42.7K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.34KNew |
$89.8K - $102K
|
1.34K
$37K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.07KNew |
$71.3K - $81.4K
|
1.07K
$29.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
801New |
$53.6K - $61.1K
|
801
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
733New |
$49K - $55.9K
|
733
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
609New |
$40.7K - $46.5K
|
609
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
571+ 12.64% |
$38.2K - $43.6K
|
5.09K
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
517+ 4.11% |
$34.6K - $39.5K
|
13.1K
$361K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
380+ 76.77% |
$25.4K - $29K
|
875
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
259New |
$17.3K - $19.8K
|
259
$7.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
234+ 4.87% |
$15.7K - $17.9K
|
5.04K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
145+ 1.03% |
$9.7K - $11.1K
|
14.2K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$6.76K - $7.71K
|
101
$2.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$6.69K - $7.63K
|
100
$2.76K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
81+ 1.03% |
$5.42K - $6.18K
|
7.94K
$219K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
65+ 0.84% |
$4.35K - $4.96K
|
7.77K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
30New |
$2.01K - $2.29K
|
30
$827
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$669 - $763
|
10
$276
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8+ 0.26% |
$535 - $611
|
3.08K
$84.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1New |
$66.9 - $76.3
|
1
$27.6
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.29MNew |
$91.3M - $97.8M
|
1.29M
$35.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
208K+ 1790.14% |
$14.7M - $15.8M
|
220K
$6.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
48KNew |
$3.39M - $3.63M
|
48K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
26.7KNew |
$1.89M - $2.02M
|
26.7K
$736K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
PUT |
26.7KNew |
$1.89M - $2.02M
|
26.7K
$736K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.5KNew |
$1.45M - $1.55M
|
20.5K
$565K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.2K+ 41.52% |
$1M - $1.07M
|
48.4K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.8K+ 2.72% |
$761K - $815K
|
406K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.8K+ 54.53% |
$760K - $815K
|
30.5K
$841K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10.5K+ 4.59% |
$742K - $795K
|
239K
$6.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.84KNew |
$695K - $744K
|
9.84K
$271K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.4KNew |
$523K - $560K
|
7.4K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.26KNew |
$513K - $549K
|
7.26K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.39KNew |
$381K - $408K
|
5.39K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5KNew |
$353K - $378K
|
5K
$138K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 480.36% |
$280K - $300K
|
4.79K
$132K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
3.53KNew |
$249K - $267K
|
3.53K
$97.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.04KNew |
$215K - $230K
|
3.04K
$83.8K
|
|